Add a work item source

You can configure a work item source for "work item" steps in your pipeline.

To configure a work item source, you must first define a "work item" step in your pipeline. To create a work item source, you must have "Pipeline create" or "Pipeline edit" permission for the project.

  1. Click the project name in the breadcrumb navigation.
  2. Click Edit for your pipeline. If your pipeline has:
    • No steps — You see the "Manage Pipeline" page. Add one or more work item steps for your pipeline, then click on Save and Add Sources to navigate to the "Manage Sources" page.
    • One or more steps — You see the "Manage Sources" page. If you have one or more work item steps in your pipeline, you can now add or edit sources for your work item steps. If you have no work item steps, click Manage Pipeline. On the "Manage Pipeline" page, add one or more work item steps for your pipeline and then click on Save and Add Sources to navigate to the "Manage Sources" page.
  3. Select the "work item" step that you want to configure. TeamForge Orchestrate displays all the defined sources for a step, in the order in which they were defined.

You can choose to edit an existing source, or create a new source for this pipeline step.

  1. To edit an existing work item source, click Edit. You can edit the display name or adjust the status filter settings; however, the underlying tracker may not be altered once set.
  2. To create a new work item source, click Add a new source.
    1. Provide a display name for the work item source that is depicted on all screens in the TeamForge Orchestrate user interface. The display name can be up to 100 alphanumeric characters in length.
    2. Select a tracker from the Tracker List:

      This list is populated based on the "tracker sources" associated to the project. A tracker source typically represents an instance of an issue tracker. For example, a JIRA server can be added as a tracker source. Once added, all projects/trackers in that JIRA instance will appear as selections in the work item's "Tracker List" field.

      To add new tracker source, see Add a tracker source

    3. Select relevant statuses for which you wish to see activities in the pipeline in the Status Filter.

      Only work items with the selected statuses will appear as activities on the activity stream. In your pipeline and activity stream, you may only be interested in work items with certain statuses (e.g., "In Progress") and as a result may wish to filter activities for select statuses.

  3. Click Done to save.

    TeamForge Orchestrate saves the new work item source, and activates it.